Industries

One Team. Specialists in 20+ Industries

Our culture and experience selling companies in a variety of industries enable us to guide our clients through the nuanced process of selling their business.

Our award-winning team is largely comprised of former small business owners, public accountants, and middle-market investment bankers. Our clients have trusted us to sell over $500M in small and mid-sized businesses.

Industrial

Our team has 20+ years of experience working with Manufacturing, Construction, Trades and other industrial service companies.

We have worked with our industrial clients to sell their companies to strategic buyers, private equity firms, family offices and other entrepreneurs.

Our tailored auction process has been used to successfully market industrial companies in the following verticals:

  • Manufacturing including A&D, highly engineered products, etc.
  • Building products and services
  • Architecture, engineering, and construction products and services
  • Residential and commercial building services and maintenance. Commonly including HVAC, plumbing, roofing, etc.
  • Infrastructure construction and services

Technology

There is a rapidly growing market for emerging tech and tech-enabled service companies. This necessitates that strong companies be represented by advisors who understand the technology sector and how subtle nuances in companies can drastically change their trajectory and valuation profiles.

We have team members who have founded, been executives of, or who are well-versed in valuing and selling:

  • Web3/IOT
  • Online media and publishing companies (monetized through lead gen, display advertising, affiliate marketing, etc.)
  • Software and SaaS
  • DTC e-commerce and third-party marketplace companies
  • MarTech, FinTech and other Tech-enabled and differentiated service companies.

Services

Business Services

We’ve had success working with professional service, facility service and maintenance companies, including:

  • Marketing agencies
  • Staffing agencies
  • Outsourced C-suite services (fractional CMO/CFO, etc.)
  • Facility maintenance, landscape, security.
  • IT Services
  • Other business process outsourcing (BPO) companies.

Consumer Services

One of the industries most frequently targetted for private equity-backed rollups is residential services such as:

  • HVAC, lawn, roofing, pest control, and other home services.
  • Accounting
  • Health and beauty
  • Gym chains (including franchisee portfolios and franchisors) 

Property Management

We are one of the nation’s leading advisors in working with real estate service companies. This includes:

Consumer Products

We have team members who focus specifically on consumer products. These products can be sold through traditional retail outlets, online distributors, or direct to consumer through their own website and third party marketplaces such as Amazon.

Additionally, we have had success in regulated industries such as breweries and distilleries and health products.

Healthcare

Healthcare services, devices and technology is a rapidly evolving environment that necessitates M&A professionals to have strong relationships with investors in the industry and an understanding on how to position companies.

When healthcare companies are out of our area of expertise (such as biotech and life sciences) we’ll partner with another industry-specific investment bank or professional to make sure the client gets the best service available.

Healthcare verticals that we have had success with are:

  • Med device distribution (durable and non-durable)
  • Non-emergency medical transportation
  • In-home healthcare services
  • Health-related products such as supplements
  • Medical devices
  • Monitoring and testing equipment

Other Industries

In addition to the above industries that we work in frequently, there are people on our team and in our network who have had built expertise in more narrow industry verticals, such as:

  • Specialty retail
  • Equipment and event rental 
  • Agriculture services and transportation

Recently Closed Transactions

What Our Past Clients Have to Say

Request A Consultation

If you own a successful business with $1m – $100M in annual revenue and you are entertaining selling your business in the coming years, we welcome you to share a bit about your business and request a consultation to get introduced to discuss our advisory services.